FOR IMMEDIATE RELEASE
Maitland, FL – January 21, 2026 — Sean Gerlin, CFP® CPWA® ChFC® CLU®, founder of Envision Wealth Planners, has been awarded the 2025 Wealthtender Voice of the Client Highly Rated Advisor Award, recognizing exceptional client satisfaction based on verified online reviews.
Presented by Wealthtender, the Voice of the Client Awards honor financial advisors who consistently receive outstanding client feedback. The award recognizes advisors who maintain an average client rating of 4.75 stars or higher based on verified online reviews.
“This award is especially meaningful because it’s based on what our clients have to say,” said Sean Gerlin. “We’re incredibly grateful for their trust and kind words. This recognition is really about the relationships we build.”
The award reflects Envision Wealth Planners’ commitment to personalized service, clear communication, and long-term financial partnership. The firm’s Financial Life Planning approach helps clients align their wealth with what matters most, supporting well-being today and for generations to come.
About Envision Wealth Planners
Based in Maitland, Florida, Envision Wealth Planners is a fee-only financial planning and investment advisory firm serving high-income families, successful business owners, and commercial real estate professionals. The firm specializes in integrating private investments and advanced tax strategies with a relationship-driven, purpose-first planning process. Founder Sean Gerlin, CFP® CPWA® ChFC® CLU®, is recognized on Wealthtender for his commitment to transparency, trust, and exceptional client service.
Media Contact
Sean Gerlin, CFP® CPWA® ChFC® CLU®
Envision Wealth Planners
(407) 720-6535
connect@envisionplanners.com
* Award Disclosures: Wealthtender awarded Sean Gerlin, CFP® CPWA® ChFC® CLU® with its 2026 Voice of the Client Highly Rated Advisor Award on 01/08/26. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/25 and 12/31/25. Although Sean Gerlin compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. View additional award details and FAQs (wt.reviews/awards)